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Name Holding Trade Value Shares
Change
Change in
Stake
UAG
2626
United Advisor Group
Ohio
$412K +$48.3K +786 +15%
SIA
2627
SeaBridge Investment Advisors
New Jersey
$412K – – –
HW
2628
HORAN Wealth
Ohio
$411K +$364K +5,922 New
QWM
2629
Quaker Wealth Management
New Jersey
$410K +$364K +5,916 New
LGG
2630
Luts & Greenleigh Group
Maryland
$410K +$10.1K +165 +3%
GGI
2631
Godsey & Gibb Inc
Virginia
$410K -$11.1K -180 -3%
MAM
2632
McLean Asset Management
Virginia
$409K +$17K +277 +5%
AF
2633
Apollon Financial
South Carolina
$408K +$23.8K +387 +7%
DCBT
2634
Dakota Community Bank & Trust
North Dakota
$408K -$4.3K -70 -1%
AL
2635
ADE LLC
Maryland
$406K -$27.7K -450 -7%
HCM
2636
Hengehold Capital Management
Ohio
$405K +$184 +3 +0.1%
SFC
2637
Strategic Financial Concepts
Texas
$403K +$85.9K +1,397 +32%
VCM
2638
Vision Capital Management
Oregon
$403K -$18.4K -300 -5%
AWP
2639
Abacus Wealth Partners
California
$403K -$45.2K -736 -11%
SP
2640
Successful Portfolios
Florida
$403K -$6.76K -110 -2%
PWP
2641
Perfromance Wealth Partners
Illinois
$403K +$83.8K +1,364 +31%
RW
2642
Rede Wealth
Virginia
$403K -$10.5K -171 -3%
SNBOSD
2643
Security National Bank of So Dak
Iowa
$402K -$123 -2 -0%
NCFG
2644
New Century Financial Group
New Jersey
$401K -$40.7K -663 -10%
JE
2645
JMAC Enterprises
Pennsylvania
$401K – – –
PS
2646
Planned Solutions
California
$401K – – –
ACM
2647
Armbruster Capital Management
New York
$400K – – –
RFW
2648
Rainier Family Wealth
Washington
$400K +$20.2K +329 +6%
HTIM
2649
Harbour Trust & Investment Management
Indiana
$400K -$23.3K -379 -6%
PA
2650
PharVision Advisers
Florida
$398K -$192K -3,132 -35%